+285.2%
APH vs PSX
+306.7%
-21.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.8% |
| 7D | +4.9% | +7.8% | -2.9% | +3.8% |
| 30D | -5.4% | -10.9% | +5.5% | -4.1% |
| 3M | -5.5% | +14.5% | -19.9% | -7.4% |
| 6M | +25.9% | +56.1% | -30.2% | +17.6% |
| YTD | +16.4% | +109.6% | -93.2% | +1.5% |
| 1Y | +16.5% | +95.5% | -79.0% | +3.1% |
| 3Y | +270.9% | +156.2% | +114.7% | +203.2% |
| All | +285.2% | +306.7% | -21.5% | +186.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling